Folio by Amitree

2093 Philadelphia Pike #3004, 19703, Claymont, United States
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4.55
Based on 20 Reviews

5

80.00%

4

5.00%

3

10.00%

2

0.00%

1

5.00%
About Folio by Amitree

Folio helps real estate agents stay on top of transactions from Gmail and integrates seamlessly with Google Drive, Microsoft 365, and Outlook or Google Calendar. More than 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals. Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Creating timelines that you can share in one click with clients and colleagues is quick and easy. How Folio Works: First, connect Folio to your work email account on Gmail or Microsoft 365. Using AI, Folio will organize each transaction's emails, files, and contacts into a Smart Folder. Each Smart Folder will have a transaction timeline, and you can manage the deal, share it with clients, assign tasks, and more. Important transaction milestones will be automatically synced to your Google or Outlook Calendar and attachments to Google Drive to stay on schedule and organized.

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Maggie N. Dominguez
GB

I rely on Folio to keep track of my… I rely on Folio to keep track of my emails in a very organized way. My clients love the timeline provided and the fact that no deadline is missed. Folio keeps you informed of the deadlines so you can rely on the fact that your customers will never be out of compliance with the contract they signed.

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Lesli Koontz
GB

Folio is so helpful for keeping me and… Folio is so helpful for keeping me and my clients on the same page. In addition, the customer service is second to none. I was so lucky to be helped by Charmaine. I couldn't believe how responsive she was helping me through a few navigational issues (my end not theirs). Thank you Charmaine for top-notch customer service!!!!

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J.D. Songstad
GB

Organization is Key to getting killer client reviews! I have done Los Angeles Westside residential real estate sales since 1999 and this is definitely one of the best tools to: 1. Help your clients stay on track of transaction timeframes with the timeline & list key contacts for the transaction all in 1 place 2. Keep myself on top of all transaction details using the timeline (which helps me stay organized and avoid forgetting things) 3. It makes the process of gathering emails for the Communication Log that's required by my company totally effortless

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Shannon Sharpe
GB

I needed assistance to better utilize… I needed assistance to better utilize Folio with multiple accounts for one business. I was able to get the assistance I needed quickly and efficiently. Love this product and how it keeps me orgainized!

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Julie Sanders
GB

Beware of Amitree Billing From right off the bat we knew Folio was not working for us. I cancelled the account however a year later I get charged $228 for a renewal subscription. I was surprised and contacted them. They had sent me three emails to notify me of an automatic renewal although my account was cancelled they had my credit card info and charged it. Their emails (which I never opened since I wasn’t using them) enables their policy to charge you and not refund. After emailing their customer service it’s quite clear they don’t see the value in the customer just their policy and refused to refund me even with a canceled account. I don’t write many reviews but you better pay attention to their billing tactics.

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